Peter Shusterman is a registered investment advisor at Cooper Mcmanus, based in Irvine, CA, with 39 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 3,482 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cooper McManus offers investment management services where they create a portfolio tailored to your needs using various investments. The annual fee for this service will not exceed 2.00% and is negotiable. The fee is deducted from your account. They may also use third-party investment advisors, compensating them from their overall fee.
Location
9870 Research Drive, Irvine, CA, 92618
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Regulatory History (2)
Customer Dispute
February 2021Customer Dispute
August 2009Employment History
Current Registrations
Cooper Mcmanus
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Octavia Wealth Advisors LLC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sentra Securities CORP
Sentra Securities CorporationBroker
Linsco/private Ledger CORP.Broker
First Investors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.